
Financial Services Marketing & Client Experience Analyst
Threadneedle group, Minneapolis, MN, United States
A financial services company in Minneapolis is seeking a full-time role focused on assisting financial advisors in client service tasks. This position involves preparing financial plans, organizing office workflow, and ensuring compliance with high professional standards. Ideal candidates will have a finance background and willingness to pursue necessary licensing. Collaborating with a talented team, you'll help create unique client experiences and maintain a strong ethical foundation.
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